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Streams

PBXact Zulu Softphone

Everything in Zulu 3 is done within a stream.  You can see all your active streams on the left side of your Zulu Client. Clicking on a Stream will bring up the past history of that stream which includes Chats Sent, Received and Missed Calls If call re...

Zulu Chat

PBXact Zulu Softphone

Joining a Chat At the bottom of your Zulu Client is a list of all the Chat Rooms you are currently a member of You can click on the   to search for rooms to join You will now be shown a list of Chat Rooms that you are allowed to join Click the...

Using the Zulu Desktop Client

PBXact Zulu Softphone

Installing the Desktop Client Download the desktop client Navigate to https://zulu-updater.sangoma.com/releases/stable and download the current desktop application for your given platform. Install on Windows Click the Zulu-3.x.x.exe file you downloaded. ...

Chrome Browser Plugin

PBXact Zulu Softphone

Using Chrome navigate to the webstore: https://chrome.google.com/webstore/detail/zulu/idfkkpineieigiennfifkhbbcbojeoae  Click "Add To Chrome" in the top right hand corner Click "Add extension" on the next screen You will see a message after clicking "...

Dashboard V3.2 [2019/06/12]

JDispatch Release Notes

JDispatch Web Dashboard Release Notes for V3.2, released 2019/06/12 Enhanced password and site security Modification to non-admin user to hide total dollars delivered Introduction of 'Dispatcher' login with unique permissions as well as the ability to assi...

JDispatch Mobile App V3.2.23 [2019/06/12]

JDispatch Release Notes

Release notes for the JDispatch Mobile Application released 2019/06/12 Updated security modules Support for Android O/P/Q Migration to Google Firebase Messaging for system to driver communication Update to driver chat message display to not truncate messa...

Beta V1.2.0

Counterpoint Cloud Platform Updates

The following is a list of the feature changes from Beta V1.2.0: FlightDeck Dashboard Updates to the FlightDeck Dashboard tiles, adding a breakout for online sales and moving the tiles into a tabbed panel.   Added the GP% at the end of customer and clerk...

Updating The Mobile App

JDispatch JDispatch Mobile App

In scenarios where a device is not set to auto-update the JDispatch app, the following steps will need to be followed: From the device's home screen, list all of your apps: From the listing of apps, scroll down to the Play Store app. Within the Play sto...

Confirming App Permissions

JDispatch JDispatch Mobile App

These instructions are based on an Android P device. Your device screens may appear slightly different, but the menu options should still be available on your device. Direct method when app is open Open up the app on your device. You should have a badge in...

Common Error Messages

Counterpoint Cloud Platform

You currently do not have permission to view any branches The account you are signed in as doesn't have permission to view any branch data. As of version Beta 1.3.0 each user must be granted explicit permission to each branch they are able to see the data of....

Module Details

Counterpoint Cloud Platform Registration and Users

FlightDeck FlightDeck Dashboard Enabling the FlightDeck Dashboard gives a user access to sales either tied to their salesrep id, or all sales in the case of a manager for branches which they have permission to. Users can filter the data by time periods, bran...

Updating Sonim Devices

JDispatch JDispatch Mobile App

A number of Sonim XP7700 devices are registered with the JDispatch service. A number of these devices are currently running an older version of Android which will disable push notifications. An additional problem with these devices is that the built in Adnroid...

Permission Errors

Counterpoint Cloud Platform Registration and Users

You currently do not have permission to view any branches. This message is displayed on every page when logged in as a user that does not have access to any branches. With the new permission system in Beta 1.3, every user must be granted explicit permissions ...

FlightDeck Dashboard

Counterpoint Cloud Platform FlightDeck

Sales Filters Along the top of the FlightDeck Dashboard is the display of your current data filters. This defines the branches, current configured sales period, previous comparative sales period and any specific customers. All information on the FlightDeck ...

Inventory Dashboard

Counterpoint Cloud Platform FlightDeck

The inventory dashboard gives you an overview of the value and breakdown of your inventory, on a per-branch or aggregate basis. Window Switcher The window switcher for the inventory dashboard allows you to select one or more of your branches to load the inve...

Goals

Counterpoint Cloud Platform FlightDeck

Goals offer a way to visually see progress towards a long term target, focused on either a month-end or year-end value.   Goals Summary The goals summary page shows all of your current, non-completed goals and their progress split up based on whether they a...

User Types

Counterpoint Cloud Platform Registration and Users

There are three different types of users, each with their own restrictions on what permissions apply to them:   User A normal user can be limited in the modules they see, branches they can access, and are limited to their own sales in most cases. Manager ...

Bump All Price levels

Counterpoint Inventory

  1. You will want to update the pricing on all items. This can be done via the following menu path: 6. Inventory > 4. Pricing > 5. On-Line Price Changes > 3. All Categories - By %age In this screen, you will want to enter in the 3% increase agains...

Deleting Categories

Counterpoint Inventory

There are two options to delete a category. One essentially will just 'flag' a category as deleted, but the items within that category are still held on the system. The other option wipes all of the information (Category and Part) out of the system. Flag Cate...

Invoicing with Global Payments Terminals

Counterpoint Invoicing

To process a cash sale (paid by cash or credit card): Always take the credit card first and cash last  Create your invoice as normal If a charge customer decides to pay by cash or credit/debit you will need to change the customer on the invoice to your ca...